Mark Morton appointment boosts RSM automotive sector tax capacity

22 November 2018

With the industry facing a number of key changes in the coming period, RSM has appointed Mark Morton as a Partner to strengthen its automotive sector tax and auditing expertise for OEMs and car retailers. The ex-EY and PwC man joins the RSM fold amid a flurry of automotive tax expert hirings at the firm.

A variety of meteoric changes are supposedly on the cusp of revolutionising the automotive industry. With electric motors and self-driving units allegedly poised to become the way of the not-so-distant future, businesses in the automotive sector are having to reposition themselves in every conceivable way. At the same time, with Brexit coming to fruition in 2019, tax in the import-dependent sector also looks set to shift heavily in the UK. As this buoys demand for tax consulting in the sector, the UK portion of professional services firm RSM has appointed a new expert to its automotive tax wing.

Mark Morton joins the specialist consulting firm with over 25 years of experience advising clients on all aspects of employment taxes, overseas assignment issues and employee reward matters. Most recently, this saw him work as Employer Solutions Director at Grant Thornton, a company where he spent three years before moving on in search of a new challenge. Prior to this, he held tax roles at Big Four firms EY and PwC.

Mark Morton appointment boosts RSM automotive sector tax capacity

Based in the Milton Keynes office, he will work alongside RSM Head of Automotive Alison Ashley to deliver sector specific tax advice to motor manufacturers, dealerships and organisations. In his role as Partner in RSM’s employer solutions team and as leader in this area for the central region, he will also advise clients on employment taxes, benefits in kind, overseas assignment issues, employee reward matters and employers’ reporting obligations.

Morton’s hire follows a number of recent appointments within RSM’s automotive practice, including Robert De La Rue who joined as a tax partner from Jardine Motor Group in the summer. According to a statement from RSM, Morton is “a recognised specialist in company car consulting and employee car ownership arrangements” operated both within and outside the automotive sector.

Commenting on his arrival, Alison Ashley said, “Mark’s appointment further strengthens our automotive offering as we continue to expand our national capability and expertise.”

Morton himself remarked, “I am excited to be joining RSM as we work to further support the automotive sector as it faces key changes in the industry with electric and hybrid powertrains, autonomous driving, Brexit and many other areas – presenting an equally exciting and challenging period.”


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Rapid growth sees Quantum Advisory promote trio of partners

18 April 2019

Three senior level consultants have been boosted to the rank of Partner at Quantum Advisory, as the firm works to meet heightened levels of client demand. Aled Edwards, Amanda Burdge and Chris Heirene become Partners as long-time Quantum member Rob Davies retires in May after 15 years as a Partner at the firm.

Founded in 2000, Quantum Advisory provides pension and employee benefits services to employers, scheme trustees and members, with five offices across the UK. The firm has enjoyed exponential growth in recent years, following a number of major client wins and booming demand for its services. It opened a new office in Bristol in 2016 to service the South West and in 2017 relocated its Cardiff office to a larger site within the Welsh capital to house the increased workforce. More recently, Quantum relocated its Amersham, Birmingham and London offices to more spacious premises in the centre of both cities to cope with demand.

The financial services consultancy, which employs 115 people across the UK, has promoted three senior team members to Partner, as part of its wider growth plans. The firm has moved Aled Edwards from Principal Consultant & Actuary, while Amanda Burdge has ascended from Principal Investment Consultant. Chris Heirene, former IT Manager, has also joined the ten current Partners at Quantum.

Aled Edwards most recently managed the actuarial team within Quantum’s Cardiff office as well as providing technical training for all staff. He boasts more than 17 years of pensions experience. He started his career as an Actuary at Jardine Lloyd Thompson’s Bristol wing, before joining Quantum in 2011. Edwards is also the President of the Welsh Actuarial Society (WAS), which supports actuaries and actuarial students living or working in Wales.

Rapid growth sees Quantum Advisory promote trio of Partners

Amanda Burdge joined Quantum’s team in 2001, as one of the fledgling firm’s first employees. Most recently she was a Principal Investment Consultant with the firm, and with more than a quarter of a century’s experience in the sector, she is responsible for providing investment advice to many of Quantum’s key clients with both defined benefit and defined contribution schemes. Prior to her time with Quantum, Burdge spent two years as a consultant with SBJ Benefit Consultants (now Capita), and three years with Tesco Pension Trustees. She currently sits on the Regulation Committee for the Pensions Management Institute.

Chris Heirene initially worked with Quantum as an IT Consultant with Teamwork Technology Services and then UES for over five years, before finally joining the firm itself in 2011. He is now responsible for Quantum’s IT systems across all of its offices, including the network and core server infrastructure which supports the business. Heirene is heavily involved in utilising IT to improve and build upon the processes in place throughout Quantum.

David Deidun, Partner at Quantum Advisory, said of the promotions, “This is a very exciting time for Quantum. The recent round of promotions fully recognise the hard work and dedication shown by the three, all of whom go above and beyond for the company. I’ve no doubt that Aled, Amanda and Chris will settle into their new roles with ease and look forward to working together to grow Quantum even further.”

The news comes as Rob Davies retires in May, after spending fifteen years as a Partner at Quantum. A qualified actuary, Davies was instrumental in setting up Quantum’s Investment Division, specialising in aiding clients with their investment strategies. He will remain with the company on a part-time consultancy basis, while working with several clients in the Fiduciary Manager area.